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Kapitalo Investimentos’s Exelon EXC Stock Holding History

Kapitalo Investimentos’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,386
Closed -$248K – 136
2025
Q1 		$248K Sell
5,386
-2,323
-30% -$97.1K 0.05% 46
2024
Q4 		$290K Buy
+7,709
New +$299K 0.19% 46
2023
Q4 		– Sell
-2,340
Closed -$88.4K – 595
2023
Q3 		$88.4K Buy
+2,340
New +$95.3K 0.01% 414
2023
Q2 		– Sell
-5,987
Closed -$251K – 555
2023
Q1 		$251K Buy
+5,987
New +$250K 0.08% 116

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kapitalo Investimentos's EXC Position: Q2 2025 in Review

Kapitalo Investimentos sold out of Exelon (EXC) in Q2 2025, closing a stake of 5,386 shares — an estimated $248K sold.

Kapitalo Investimentos first reported a position in EXC in Q1 2023 and held it in 4 quarters. The position peaked at $290K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Kapitalo Investimentos reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,386 Exelon shares in Q2 2025, an estimated $248K.
  • Kapitalo Investimentos first reported a position in Exelon in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Exelon position peaked at $290K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Kapitalo Investimentos's 13F filing for Q2 2025, filed 14 Jul 2025.